Skip to contentHome page Seeking Alpha - Power to InvestorsNov. 02, 2025 9:42 PM ETDelek US Holdings, Inc. (DK) StockDKSeeking Profits4.98K FollowersSummaryDelek US Holdings has surged over 140% in the past year, benefiting from improved refining conditions and favorable regulatory changes.DK's unique position as a small refinery owner makes it a prime beneficiary of recent EPA approvals for small refinery exemptions (SREs).The stock's upside is now more moderate, with a 12-18% gain potential including dividends, prompting a rating change from 'strong buy' to 'buy.'I remain bullish on DK ahead of earnings, expecting further clarity on SRE benefits and continued strong free cash flow generation.Wirestock/iStock via Getty ImagesShares of Delek US Holdings (DK) have been an extraordinary performer over the past year, gaining over 140%. While an improved refining environment has clearly played a role in this rally, Delek is uniquely positioned to benefitThis article was written bySeeking Profits4.98K FollowersOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For YouSeeking Alpha - Power to InvestorsPower to InvestorsFollow usDownload appContact usSubscription Support: subscriptions@seekingalpha.com© 2025 Seeking AlphaTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.